- Title
- Profit and Loss
- Tags
-
Create CustomerCreate VendorDashboard View
Profit and Loss Report
This report provides an overview of financial performance, including total income, expenses, gross profit, and net profit for a selected period.
📊 Report Layout
- Income: Total revenue from sales or services.
- Expenses: Total costs incurred (COGS, operating, etc.).
- Gross Profit: Income minus direct costs.
- Net Profit: Final profit after deducting all expenses.
- All values are displayed in your base currency (e.g., AED).
📤 Export to Excel
- Click Export to Excel to download a copy of the report for offline use.
- The report will reflect any filters applied before exporting.
🔍 Filter Panel
- Reference Number: Filter by linked transaction or document.
- Date Range: Define the period (From - To) for the report.
- Include Draft Entries: Optionally include entries not yet posted.
- Search / Clear Filters: Refresh or reset the report data.